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Accounting Power Plant

Houston, Texas, United States
May 16, 2018

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Senior Accountant with experience in Trading, Upstream Procurement, oil and gas services, power generation, natural gas, energy, chemical industries, and Big Four auditing. CPA, CFA and Rice University MBA. Recognized for significant streamlining of processes, and building Excel/Access models. Strengths include coordinating and leading internal reporting projects, analytical skills, quickly learning complex information, good solid understanding of US GAAP and working effectively with various stakeholders and Leaders.


M.B.A. – Finance and Accounting, Jesse H. Jones Graduate School of Administration, Rice University, Houston, Texas

B.S. – magna cum laude; Phi Kappa Phi, Accounting, University of Houston-Clear Lake, Houston, Texas

IT Skills: Endur, Microsoft Excel advanced user, Business Objects, SAP, Hyperion (HFM), People Soft, Oracle 11i, Access, familiar with Right Angle.


August 2017- Present: LifeEnergy LLC, Houston, Texas

Senior Accountant

Responsible for full cycle accounting close for a start -up energy provider including identifying entries to book, variance analysis, P&L review, and working with derivative and hedging activities.

Analyze and identify issues with accounts and prepare balance sheet account reconciliation and review cash flow statements

Take the lead role in mentoring and guiding a staff account on day to day activities including providing PBC support to auditors for annual financial statement preparation and annual audit

Provide and support commission payment process and tax preparation for sale and use tax, Gross Receipt tax and filing of tax returns.

September 2016- Feb 2017: Repsol Trading USA, Houston, Texas

Senior Trading Accountant

Performing monthly accounting close, including recording of monthly journal entries, collaborating with Back and Middle Office, reconciliation of accounting to economic P&Ls.

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Preparing financial statements including balance sheet and income statement analysis, identifying cause of material differences between periods and within current results.

Providing financial and management analysis for the trading business and corporate accounting including Other Comprehensive Incomes. Also working with internal Audit on Sarbanes-Oxley requirements for trading accounts.

Assisting in preparation of yearly audited financial statements, disclosures and unaudited quarterly statements by working with Consolidation accounting group including foreign exchange transactions

2011- June 2016: BP Upstream PSCM, Houston, Texas

Functional Performance Specialist

Perform assurance for Contract Procurement Plan for Upstream PSCM GoM by coordinating and leading review of contracts in Contract Database.

Lead, influence and manage relationships by coordinating 8+ staff to successfully deliver PSCM activity trackers to PSCM Sector Director

Provide performance and planning analysis for the BP Solar and BP GCRO by leading and facilitating Quarterly Performance Reviews by monitoring actual performance versus forecast, identifying key business drivers, and providing detailed explanations.

Analyze competitor by retrieving data from financial engine from CIQ by utilizing power points and charting and gather analyst comments and outlooks for various solar companies.

2006 – 2011: Dynegy Inc., Houston, Texas

Senior Commercial Analyst (2009 – Feb 2011)

Take the lead role in streamlining and organizing departmental processes by working with IT and selected to train others for better utilization of Excel and Access; recognize as a go to person for Excel.

Analyze and report weekly market trend and pricing for power generation and natural gas for top executive management by obtaining understanding of market conditions, fundamentals, and risk exposures.

Perform special analysis to meet the needs of traders, risk control reporting, asset management, planning, and investor relations.

Calculate and present results relating to In-Market Availability of power plant generation and work with various complex financial models (Endur) to capture plant performance and benchmarks.

Work with plant operational accounting group in answering operational results and performance activities relating to pricing.

Senior Analyst, Fair Value accounting (2006 – 2009)

Research and implement complex FAS 133 derivative accounting issues including ineffectiveness, hedge accounting, and proper accounting treatments; conduct monthly analysis of MTM P&L and balance sheet for Gas, Power, and Emissions.

Act as an accounting liaison to trading/commercial, risks control reporting, credit, and Treasury.

Achieve significant process improvement resulting in one day saved in preparation of consolidation of Risk management roll- Forward, MTM P&L by month and balance sheet analysis.

Assist Treasury in recording interest rate Swaps activities; work with credit in coming up with a methodology to calculate price and credit reserves relating power and natural gas.

2004 – 2006: Ikon Office Solutions, Houston, Texas

Senior Business Analyst

Coordinate preparation of templates for gross profit database. Selected to lead the accounting team of 8 analysts to meet corporate goals by conducting training sessions and developing desktop referencing process and procedures. Participate in Sox internal control review and testing of gross profit database.

Conduct actual versus accrual analysis of unpaid commissions. Research and resolve discrepancies noted from the variance analysis.

Build Excel models to calculate recapture commissions and overachievement bonuses base on Interpretation of commission plans resulting in automation of accounting processes.

2000 – 2003: Reliant Energy, Houston, Texas

Senior Financial Analyst

Saved two days per month of team time by developing template to standardize Excel spreadsheet links to track mark-to-market activities, streamlined data upload to eliminate manual input, and developed queries Access for variance analysis.

Initiate due diligence review of market exit by working closely with legal, operations, marketing, and third party company; realized $100,000 savings by correcting billing discrepancies and recovering aged account


Conduct reviews of FAS 133 derivative contracts by creating Filenet query, utilizing Word merge function with Excel, and organizing 1300 contracts using sort and Vlookup functions; reduced need for analyst involvement by outsourcing to contractors; selected as lead in managing project.

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